Tax & Bookkeeping Services

Tax planning and preparation

Prepare for those obstacles you know are coming.

Given today’s rapidly changing tax environment, it’s more important than ever to consider tax strategies when developing your overall wealth plan. 

At Mariner Wealth Advisors, we know your tax strategy must work hand in hand with your overall wealth and estate plan to help you achieve your personal financial goals, both today and long into the future. With our tax consulting services, we can help you develop efficient tax planning strategies as part of your holistic wealth plan. 

Our experienced tax professionals are well versed in the complexities surrounding tax planning for a wide range of clients. We provide proactive, creative tax analysis and year-round planning that works in conjunction with your overall wealth plan to help ensure every aspect of your financial future is well thought out and accounted for.

Savvy financial decision making and investing are incomplete without full consideration of the tax implications.

  • Do you know the tax implications of your investments?
  • Are tax strategies a part of your comprehensive wealth plan?
  • Are you aware that tax planning and preparation services are key for trusts and foundations as well as companies and individuals?
  • How can you minimize your tax consequences?

In addition to your tax needs, our team can take control of all your accounting and bookkeeping needs as well. Whether it's for your business or a family office situation, we can provide the following, giving you back time in your day to focus on what is important.

  • Financial Reporting
    • Balance sheet
    • Profit and Loss Statement - Monthly and Year to Date
    • Profit and Loss Statement - YTD Comparison
    • Statement of Cash Flow
    • Accounts Receivable Aging
    • Accounts Payable Aging
    • General Ledger
    • Bank Reconciliation Reports
    • Credit Card Reconciliation Reports
    • Custom reports

We view every decision through a tax-efficient lens. From preparing your annual tax return, to overseeing your investments, to charting a course to help you reach your financial goals, you can rest easy knowing our focus is on you.


* Services described and listed on this page may require execution of additional agreements and fees. Services described and listed on this page may be provided by Mariner Consulting, a Certified Public Accountant and affiliate of Mariner Wealth Advisors.

2017 Tax Facts